Blog - Simple List
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How Social Taxes Apply to Mobile EmployeesAug 2, 2023
The income allocation rules for social taxes on equity awards held by mobile employees are even less clear than those for income tax. Here’s what you need to know. -
Managing Tax and SAFE Registration in ChinaJul 26, 2023
Understand how companies manage SAFE registration and Circular 35 when offering equity plans in China. -
What Are RSUs: A Fundamental Guide for the Equity ProfessionalJul 19, 2023
A fundamental guide on restricted stock units for equity professionals of all stages. -
SEC Updates: Rule 10b5-1 Interpretations, EDGAR Access, and MoreJun 14, 2023
The SEC has answered a few questions on amended Rule 10b5-1 and added the EDGAR Access project back to its short-term agenda. -
You Are Running Out of Time to Adopt a Clawback PolicyJun 7, 2023
The SEC has approved exchange listing standards requiring companies to implement policies to recover compensation awarded to executive officers that later turns out to be erroneous as a result of a material financial restatement. Here’s what you need to know. -
Beneficiary Designation DrawbacksMay 31, 2023
Beneficiary designations may seem like a good idea for equity awards, but, in practice, they can be fraught with problems. -
Tax Withholding Trends for Equity AwardsMay 24, 2023
Trends in how companies determine tax withholding rates, respond to requests for additional withholding, calculate transaction income, and more. -
Reevaluating Restrictive Covenants in Equity Award AgreementsMay 17, 2023
Recent developments relating to restricted covenants (especially non-competes) warrant another look at your equity award agreements. -
How Do Companies Manage Mobility Compliance?May 10, 2023
Trends and insights into how companies manage global and domestic mobility compliance for their equity programs. -
The Data You Need for Mobility ComplianceApr 25, 2023
Questions you need to ask to when managing tax compliance for awards held by mobile employees. Plus, can ChatGPT replace your tax advisors? -
Pay Transparency Laws and Equity CompensationApr 12, 2023
A summary of US and global pay transparency and disclosure laws and how they can apply to equity compensation. -
Timely Tax Deposits for Stock Plan TransactionsApr 5, 2023
Get an overview of the rules governing the timing for when tax withholding for stock plan transactions must be deposited with the IRS. -
International Considerations for Executive Severance PlansMar 29, 2023
Extending severance plans to non-US executives is difficult; here are three approaches companies can consider to provide equivalent severance benefits outside the United States. -
Updates on SEC Rulemaking Affecting Company InsidersMar 15, 2023
The latest developments for Forms 4 and 5, Form 144, 10b5-1 plans, clawback requirements and more. -
What You Need to Know About Excess Tax WithholdingMar 8, 2023
Can you allow employees to request additional tax withholding on their stock plan transactions? Here is what you need to know about this practice. -
Impact of New Exchange Control Rules in India on Equity AwardsMar 1, 2023
New rules apply to equity awards issued to Indian residents. Here’s what you need to know about them. -
How Does the 1% Excise Tax on Buybacks Apply to Equity Awards?Feb 22, 2023
Learn how IRS Notice 2023-2, which provides guidance on the 1% excise tax on stock repurchases under the Inflation Reduction Act, addresses equity plan transactions. -
Are Your Tax Processes Ready for the Return of Business Travel?Feb 15, 2023
With business travel ramping back up this year, companies will need to revisit their mobility compliance procedures for these employees. -
How to Size Grants When Your Stock Price is VolatileFeb 8, 2023
Stock price volatility can wreak havoc on burn rates and stock plan reserves. This blog explores strategies to get grant sizes back under control. -
Disclosing Executive Compensation in the Proxy StatementFeb 1, 2023
As a stock plan administrator, you likely have a key role in preparing the executive compensation disclosures for your proxy statement. Here is a summary of what’s required.